See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,137 | $67,823-80.6% | $52,425-74.9% | $137,256-90.4% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 19.20% | 219.11%-199.9pp | 302.12%-282.9pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,902 | $1,163+235.5% | $914+326.8% | $4,156-6.1% |
| Participant deferral / active EE | $4,191 | $2,288+83.2% | $1,790+134.1% | $6,407-34.6% |
| Admin fee / account holder | $2,665 | $2,844-6.3% | $2,495+6.8% | $12,270-78.3% |